I have noticed that, looks like something is getting ready to occur. The Elon Musk tweet of increasing cell orders to CATL is particularly interesting because I believe they are already oversubscribed .... they will have to locate additional sources of lithium to keep up. Cybertruck and Semi are going to put a hurt on lithium availability... and if he (EM( is truly looking for players with sustainable, low-carbon, environmentally friendly sources in stable countries he will not find a better option.
I also read this one
https://ec.europa.eu/commission/presscorner/detail/en/qanda_20_1543
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